Householder Group Estate & Retirement Specialist’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-57	Closed	-$5K	–	728
2024 Q3	$5K	Hold	57	–	–	﹤0.01%	925
2024 Q2	$5K	Hold	57	–	–	﹤0.01%	929
2024 Q1	$5.11K	Sell	57 -3	-5%	-$264	﹤0.01%	925
2023 Q4	$5K	Sell	60 -61	-50%	-$5.14K	﹤0.01%	886
2023 Q3	$10.1K	Buy	+121	New	+$10.3K	﹤0.01%	787
2023 Q1	$10K	Buy	+119	New	+$10.3K	﹤0.01%	800
2022 Q4	–	Sell	-226	Closed	-$17K	–	523
2022 Q3	$17K	Buy	+226	New	+$19.3K	0.01%	606

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EMB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 57 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in EMB in Q3 2022 and held it in 7 quarters. The position peaked at $17K in Q3 2022. 863 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 57 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $5K.
Householder Group Estate & Retirement Specialist first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17K in Q3 2022.
863 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.